Plan your successful future

Plan your successful future

Tuesday, 26 June 2018

Maximise the value of your business and plan your exit.

Guest speaker Chris Kerry of Kerry Evans & Co Ltd, Partner Practice of St James’s’ Place Wealth Management*.

Who should attend?

Business owners and company directors interested in understanding their exit options, how to achieve the maximum sale price and how much money they might need for a comfortable and fulfilling retirement.

Where and when?

Tuesday, 26 June 2018

Dunston Hall, Ipswich Road, Norwich NR14 8PQ


08:30 Coffee and bacon rolls

09:00 Seminar begins

  • Value: How much is your business worth?
  • Growth: Strategies to increase the value of your business
  • Exit: Your options

10:15 Break

10.45 Seminar recommences

  • Tax: How to minimise the tax payable on your sale proceeds
  • Reinvestment: How much do you need to fund your preferred retirement lifestyle

12:00   Close

  • Confidential Q&A available until 13:00

To reserve your place, free of charge, please email

*The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website at  The ‘St. James’s Place Partnership’ and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.


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